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Manulife Financial

446 hedge funds and large institutions have $20.6B invested in Manulife Financial in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

37% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $16.9B → $20.6B (+$3.66B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.36% more ownership

Funds ownership: 48.85%49.22% (+0.36%)

0% less funds holding

Funds holding: 448446 (-2)

42% less call options, than puts

Call options by funds: $133M | Put options by funds: $231M

Holders
446
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
7.83%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
46
Increased
160
Reduced
117
Closed
45
Calls
$133M
Puts
$231M
Net Calls
-$97.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
276
Balasa Dinverno & Foltz
$245K -$12.5K -625 -5%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$244K +$9.14K +459 +4%
SPIA
278
Steward Partners Investment Advisory
New York
$243K +$9.22K +463 +4%
BIP
279
Brandes Investment Partners
California
$241K
PHS
280
Pekin Hardy Strauss
Illinois
$239K
FNT
281
First Nebraska Trust
Nebraska
$235K
FNBTCON
282
First National Bank & Trust Co of Newtown
Pennsylvania
$235K
OCG
283
Opus Capital Group
Ohio
$234K -$17.3K -868 -7%
AWM
284
AE Wealth Management
Kansas
$230K +$13.8K +692 +7%
CBOR
285
Community Bank of Raymore
Missouri
$229K
QCG
286
Quadrant Capital Group
Ohio
$229K +$25.3K +1,270 +14%
CT
287
Cambridge Trust
Massachusetts
$229K +$212K +10,641 New
SLG
288
Stanley-Laman Group
Pennsylvania
$225K -$9.96K -500 -5%
HHGC
289
Hunting Hill Global Capital
New York
$215K
VPIM
290
Vanguard Personalized Indexing Management
California
$212K +$197K +9,883 New
CSS
291
Cubist Systematic Strategies
Connecticut
$211K -$15.8K -793 -7%
HNB
292
Huntington National Bank
Ohio
$211K
KMWM
293
Keudell/Morrison Wealth Management
Oregon
$211K +$196K +9,825 New
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$209K +$194K +9,727 New
GT
295
Greenleaf Trust
Michigan
$206K +$191K +9,603 New
FBT
296
First Bank & Trust
South Dakota
$204K
JIC
297
Johnson Investment Counsel
Ohio
$203K +$188K +9,438 New
SWA
298
Stratos Wealth Advisors
Ohio
$203K +$188K +9,449 New
ANBT
299
American National Bank & Trust
Texas
$199K
SWM
300
Spire Wealth Management
Virginia
$185K +$171K +8,595 New

MFC Hedge Fund Activity: Q1 2021 in Review

446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2021, worth a combined $20.6B — up 22% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MFC positions and 45 closed out — a net gain of 1 holder — while 160 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $366M. The largest seller was Canada Life, cutting an estimated $422M.

  • 446 institutional investors held Manulife Financial (MFC) as of Q1 2021, down from 448 in Q4 2020.
  • Funds reported $20.6B of Manulife Financial stock for Q1 2021, up 22% quarter-over-quarter.
  • 46 funds opened new Manulife Financial positions in Q1 2021 and 45 closed out, a net change of +1 holder.
  • The largest Manulife Financial buyer in Q1 2021 was Fidelity Investments, an estimated $366M added.
  • The largest Manulife Financial seller in Q1 2021 was Canada Life, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2021.